Integrate Teamwork CRM with Workstack

Send information between Teamwork CRM and Workstack automatically, without writing any code, using Zoho Flow.

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Generate a new project in Workstack for every deal successfully closed in Teamwork CRM

Enure timely project kickoff for closed deals to ensure swift implementation. This flow will create a new project in Workstack for every deal won in your Teamwork CRM.

How it works
  1. The flow triggers when a deal is updated in Teamwork CRM.
  2. Zoho Flow creates a new project in Workstack.
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Generate a new project in Workstack for every deal successfully closed in Teamwork CRM

Teamwork CRM + Workstack

Build your own integrations between Teamwork CRM and Workstack

Connect Teamwork CRM and Workstack with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Teamwork CRM and Workstack using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Company updated

Triggers when a company is updated

Deal updated

Triggers when a deal is updated

Contact created

Triggers when a new contact is created

Company created

Triggers when a new company is created

Note created

Triggers when a new note is created

Contact updated

Triggers when a contact is updated

Deal created

Triggers when a new deal is created

New todo list

Triggers when a new todo list is created in the selected project

New meeting

Triggers when a new meeting is created for the selected user

New todo

Triggers when a new todo is created in the selected project

New task

Triggers when a new task is created for the selected user

New project

Triggers when a new project is created

All Actions - Actions are the automated tasks

Create deal

Creates a new deal

Create company

Creates a new company

Create contact

Creates a new contact

Create note

Creates a new note

Create product

Creates a new product

Create lost reason

Creates a new lost reason

Create todo

Creates a new todo in the selected project

Create project

Creates a new project

Create meeting

Creates a new meeting

Create task

Creates a new task in the selected todo

Create todo list

Creates a new todo list in the selected project

What is Teamwork CRM?

Teamwork CRM is a sales CRM software tool that lets you manage sales pipelines, processes and generate reports.

CRM

What is Workstack?

Workstack is an online project management tool. You can plan projects, schedule meetings, and track budgets across projects.

Project Management

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Webhook triggers

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Logic

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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